Users may experience: Margin related activity such as margin gain/loss are not being included in the overall tax summary. Expected behavior: Users expect to see all taxable implications of their margin activity to be summarized on the tax page. As a user, what should I do? There is no current workaround for this behavior, however Form 8949 and Capital Gains CSV should now include margin gains within their reports. Additionally, users can generate the new report Unified capital gain/loss & income report within their tax page for a breakdown of their margin gains/losses. How can users provide feedback? You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keywords: margin, margin loss, margin gain, tax summary
